---
title: What we need from you before a HubSpot project starts
description: "What a HubSpot client provides before a project starts: access, a contact person, a sign-off owner and time with your team."
---

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1. [HubSpot Help Center | CRMotive](https://crmotive.com/help)
2. [Getting started](https://crmotive.com/help/getting-started)

# What we need from you before a HubSpot project starts

## The access, people and time we need from you before we change anything in your HubSpot account.

### **Access**

An admin login to your HubSpot account, or an invitation to it. If your data is in another CRM or in spreadsheets, we also need read access to that source.

### **One contact person**

Someone on your side who can answer questions, make small decisions quickly and tell us when something looks wrong.

### **Someone who signs off**

The person who approves the plan before we build it, and who confirms the work at the end.

### **Time with your team**

A short session with the people who use the account, usually sales, marketing and service, so we understand how each team works today.

### **Your goals**

What is not working now, and what you want HubSpot to do. A diagnostic call is the best place to share this.

### **What happens next**

We review your account and how your team sells before we change anything. Then we design the data model, workflows and integrations around your revenue process.

### **Formatting tip**

After pasting, select each bold line (“Access”, “One contact person” and so on) and set it to Heading 2 or Heading 3 from the text toolbar. That makes the sections easy to scan.

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- [FAQ](https://crmotive.com/help)

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